+272.5%
UMBF price history and return analytics
+371.8%
-99.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +3.3% | +1.0% | +2.3% | +2.2% |
| 30D | -2.1% | -0.2% | -1.9% | -1.8% |
| 3M | +10.8% | +4.5% | +6.2% | +5.0% |
| 6M | +26.5% | +14.1% | +12.4% | +8.8% |
| YTD | +24.8% | +14.8% | +10.0% | +6.6% |
| 1Y | +15.1% | +21.2% | -6.1% | -7.2% |
| 3Y | +141.1% | +76.6% | +64.5% | +31.2% |
| 5Y | +74.1% | +66.6% | +7.5% | +0.8% |
| 10Y | +182.4% | +222.3% | -39.9% | -18.1% |
| All | +272.5% | +371.8% | -99.3% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling